Deep Enrich
Anirudh Khanduja
Sub-broker
1000 followers
Mumbai, Maharashtra, India
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About me
TATA Capital- Commercial and SME Finance Division || IIM Kashipur 2021-23 ||
Education
Indian Institute of Management Kashipur
2021 - 2023Master of Business Administration - MBA
Kurukshetra University
2016 - 2019Bachelor of Commerce - BCom Business/Commerce, General
Experience
NJ Group
Aug 2017 - Jul 2021Sub-brokerWorked with NJ Group, one of the leading players in the Indian financial services industry, known for its strong distribution capabilities.• Guided over 106 clients on how to achieve their financial goals by exploring various investment options and evaluated the risk profile of clients to devise the perfect investment strategy.• Analyzed investment options for clients based on their goals and risk profiling and devised investment strategies by analyzing the market ratios and helped in portfolio diversification.• Facilitated over 106 clients in the investment transactions and handled as well as recorded discreet financial records of clients and tracked the financial progress. • Accumulated an Asset under management (AUM) of over 1.37 Crores, most of which was acquired from Tier-3 city. Show less
The Finance Club, IIM Kashipur
Sept 2021 - May 2023Executive member
Tata Capital
Apr 2022 - Jun 2022Management InternTata Capital
May 2023 - nowRelationship Manager
Licenses & Certifications
Mutual fund distribution
National Institute of Securities Markets (NISM)certificationJun 2021
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